Santa Barbara, 93101, CA,
United States
Montecito Bank & Trust (Santa Barbara, Calif.). Technographics
Montecito Bank & Trust (Santa Barbara, Calif.). Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Montecito Bank & Trust (Santa Barbara, Calif.). and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Montecito Bank & Trust (Santa Barbara, Calif.). employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Montecito Bank & Trust (Santa Barbara, Calif.). has purchased the following applications: ADP Workforce Now for Core HR in 2013, Zoom for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Montecito Bank & Trust (Santa Barbara, Calif.). is running and its propensity to invest more and deepen its relationship with ADP , Zoom Video Communications , Docusign or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Montecito Bank & Trust (Santa Barbara, Calif.). revenues, which have grown to $15.4 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Montecito Bank & Trust (Santa Barbara, Calif.). intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Montecito Bank & Trust (Santa Barbara, Calif.). Tech Stack and Enterprise Applications
Montecito Bank & Trust (Santa Barbara, Calif.). HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2013 | 2013 |
In 2013, Montecito Bank & Trust implemented ADP Workforce Now. The bank adopted ADP Workforce Now as part of its Core HR tooling and is using the application as an applicant tracking system embedded on its public careers page, with external job postings routed through ADP Workforce Now's apply portal for candidate submission.
The deployment emphasizes recruiting and talent acquisition, leveraging ADP Workforce Now capabilities for job requisition publishing, candidate application intake, resume capture, and candidate status workflows. Operational ownership sits with HR and recruiting functions, which use ADP Workforce Now to centralize applicant records and to orchestrate screening and hiring handoffs between HR and hiring managers, while surfacing live job postings directly on Montecito Bank & Trust's corporate career site for external candidates.
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Montecito Bank & Trust (Santa Barbara, Calif.). Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Montecito Bank & Trust deployed Zoom from Zoom Video Communications on its public website to enable web-based audio and video interactions with customers and staff. The bank uses Zoom as its primary Audio Video and Web Conferencing solution, embedding web entry points and links on site pages to provide browser based meeting access for customer-facing sessions and internal collaboration.
The deployment covers customer engagement channels and internal communications for the Santa Barbara based bank, which operates with approximately 200 employees. Functional capabilities implemented include video meetings, audio conferencing, screen sharing, and meeting scheduling consistent with the Audio Video and Web Conferencing category, and operational governance emphasizes scheduling controls, access permissions, and meeting moderation to manage customer sessions and staff workflows.
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Montecito Bank & Trust (Santa Barbara, Calif.). Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Montecito Bank & Trust implemented DocuSign eSignature as a Digital Signing solution on its website. The bank uses DocuSign eSignature to enable customer-facing electronic signature capture directly through its public website, making DocuSign eSignature the primary web-based signing mechanism for online document transactions.
Functional capabilities in use reflect standard Digital Signing workflows, including envelope routing, signer authentication, audit trail generation, template-driven document preparation, and automated signer notifications. The configuration supports remote and mobile signing modalities typical of eSignature deployments, and leverages DocuSign eSignature features to maintain execution records and signer proof of consent.
Technically the deployment is integrated into the website front end to orchestrate signing flows within web customer journeys, connecting browser-based signing sessions with backend document persistence and compliance record keeping. Operational scope is focused on customer-facing signing workflows accessed via the Montecito Bank & Trust website, impacting retail customer interactions and online agreement execution processes.
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Montecito Bank & Trust (Santa Barbara, Calif.). CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2021 | 2021 |
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Montecito Bank & Trust (Santa Barbara, Calif.). ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2021 | 2021 |
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Montecito Bank & Trust (Santa Barbara, Calif.). IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Montecito Bank & Trust (Santa Barbara, Calif.).
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| SVP/ Director of Human Resources | Director | HR | ||||
| Vice President/Organizational Learning Manager | VP | HR | ||||
| EVP CFO/CAO | CXO | Finance |
Apps Being Evaluated by Montecito Bank & Trust (Santa Barbara, Calif.). Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||